Private Ocean LLC
Legal Name: PRIVATE OCEAN, LLC
Full Contact Details
Other Info
Private Ocean LLC is legally known as PRIVATE OCEAN, LLC. It is a CA Limited Liability Company. This firm has 53 employees, of which 24 are employees in advisory roles. It serves 2 clients. The firm's last reported SEC (U.S. Securities and Exchange Commission) status is listed as “Approved”, with a registration date of Mar 27, 1984.
Private Ocean | Financial Planning
Skip to Content Client Login San Rafael Seattle San Francisco Walnut Creek Find YOUR ADVISOR Experience Your Journey Planning Investing Culture Who We Are Our People Community Perspectives Blog News Podcast Videos & Webinars Contact Careers Open Menu Experience Culture Our People Perspectives Find Y…
Private Ocean | Financial Planning
Skip to Content Client Login San Rafael Seattle San Francisco Walnut Creek Find YOUR ADVISOR Experience Your Journey Planning Investing Culture Who We Are Our People Community Perspectives Blog News Podcast Videos & Webinars Contact Careers Open Menu Experience Culture Our People Perspectives Find Y…
Direct Owners
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FRANK JOSEPH JONES
DIRECT OWNER / CO- INVESTMENT COMMITTEE CHAIR owns less than 5%
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FREDERICK EDWARD DOPFEL
DIRECT OWNER / CO- INVESTMENT COMMITTEE CHAIR owns less than 5%
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GREGORY HUGH FRIEDMAN
CHIEF EXECUTIVE OFFICER owns less than 5%
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JUSTIN KARL HULT
CHIEF COMPLIANCE OFFICER owns less than 5%
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SUSAN DIANE DUVALL-DICKSON
CHIEF OPERATING OFFICER owns less than 5%
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THE KYLE DICKSON AND SUSAN DUVALL- DICKSON REVOCABLE TRUST
DIRECT OWNER owns more than 10% but less than 25%
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TIMOTHY JORSTAD
DIRECT OWNER owns more than 10% but less than 25%
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WEALTH MANAGEMENT ADVISORS, INC.
DIRECT OWNER owns more than 10% but less than 25%
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WILLIAM HARRY BOCKWOLDT
DIRECT OWNER owns more than 10% but less than 25%
Indirect Owners
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ANDREA L. SHIELDS-DICKSON
BENEFICIARY owns more than 50% but less than 75%
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GREGORY HUGH FRIEDMAN
OWNER owns 75% or more
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SARA D. HARRAH
BENEFICIARY owns more than 50% but less than 75%